Stock Analysis

Near-term concerns weigh on Astral's demerger despite long-term positives

Brokerages back Astral's demerger strategy but warn that rising competition, weaker PVC prices and execution risks could weigh on earnings in the near term

Maruti Suzuki on track to sustain market share gains as demand picks up

Maruti Suzuki rallies on strong PV demand, market share gains and easing supply woes, though analysts remain watchful of El Niño's impact on rural demand

New categories, India growth to drive Varun Beverages' revenue trajectory

Asahi tie-up, India growth, Africa expansion and new categories such as dairy, energy drinks and snacks are expected to diversify Varun Beverages' revenues and support long-term growth

Expansion, new categories to keep Trent on the growth trajectory

Aggressive store additions, category diversification and an expected recovery in like-for-like growth are expected to support Trent's long-term growth plans

Nirmal Bang sees strong re-rating in Jyoti CNC, assigns 'Buy'; stock up 4%

Nirmal Bang believes the company's margin leadership is structural rather than cyclical

Beyond Naukri, Info Edge's ₹41,300-crore startup portfolio shines

Since 2007, the company has made investments of ₹4,900 crore across 135 startups across sectors

Amber's success in smartphone foray depends on localisation, volumes

Analysts see opportunities from localisation and backward integration, but warn that intense competition, thin margins and execution risks could weigh on returns

From Nomura to Emkay: Brokerages decode RIL 49th AGM fine print

RIL stock will re-rate on a continuous basis as key milestones of transition are achieved, starting with the JIO IPO and subsequently the commissioning of 10 GW integrated solar project, analysts said

Bharat Forge to ride on commercial vehicle business, defence deals

The stock advanced 7% over the past month, outperforming the Nifty 50

Multiple growth drivers could keep Polycab rally going despite valuations

At current price, company is trading at a steep 47 times its FY27 earnings

TMPV shares rise day after 8% rout; analysts divided post JLR investor day

Notably, JLR, a part of Tata Motors, said that it is targeting medium-term double-digit revenue growth and increase focus on the North America market.

Jio IPO details, data centre strategy: Expectations from RIL's 49th AGM

RIL's annual report, according to CLSA, highlights the company's ambition to leverage AI offerings, plans to expand data centre capacity, along with progress in new energy.

Coforge's $5 bn growth sprint hinges on Encora acquisition, big deals

Coforge aims to double revenue to $5 billion by FY30, banking on Encora integration, large deals and AI-led growth to sustain momentum

HCL Tech's gains from Sarvam AI bet hinge on execution and scale-up

Brokerages see strategic benefits from HCL Tech's investment in Sarvam, though long-term returns will depend on the AI firm's ability to scale and execute effectively

Systematix backs Nestle India's rural expansion; recommends 'Hold'

Systematix has maintained a 'Hold' rating on Nestle India, valuing the stock at FY28E P/E of 65x for a target price of ₹1,460.

UBS sees MOFSL entering structural growth phase; starts coverage with 'Buy'

Improving revenue mix, along with higher capital efficiency, UBS believes, could support a structural re-rating of the stock towards premium asset management and wealth management multiples

India business, margins remain key growth drivers for Torrent Pharma

The stock delivered higher returns than the benchmark Nifty Pharma over the past year

Outlook on PI Industries cautious even as Japan partner raises estimates

Kumiai Chemical's earnings revision highlights strong demand for pyroxasulfone, but concerns over generic competition and weak earnings growth keep analysts cautious on PI Industries

Meta deal, 49th AGM, stock at 52-week low: Why are analysts bullish on RIL?

Foray into green energy, data centres and reducing dependence on the oil & gas business augur well for Reliance Industries, says G Chokkalingam founder of Equinomics Research.

Analysts stay bullish on IndiGo stock as the FY30 vision takes shape

IndiGo, in its recently held analyst meet, reiterated its ambition to raise international capacity share to around 40 per cent by FY30 from the current 30 per cent, according to a note by Elara.